• Application Deadline:
• Position: Wealth Advisor - Retail



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience 2 - 3 years



• Location Lagos




• Job Field Sales / Marketing / Retail / Business Development 
  
  

Job Purpose

• We seek a motivated and results-driven Wealth Advisor to join our dynamic sales team.


• The ideal candidate will have a strong understanding of mutual funds and the ability to build lasting relationships with clients.


• The wealth advisor will play a crucial role in mobilizing funds into our mutual funds and contributing to the overall growth of our client base.

Responsibilities

• Develop and execute sales strategies to grow all assigned Mutual Funds products.


• Self-generate sales leads from various engagement initiatives within defined territory.


• Leverage digital marketing and fintech solutions to enhance the accessibility of mutual fund products.


• Drive retail investor engagement via online platforms, mobile apps, and social media.


• Develop strategies for client retention, cross-selling, and upselling investment products.


• Monitor digital customer journeys and enhance conversion rates through data-driven insights.


• Establish feedback loops to continuously improve customer experience and service delivery.


• Drive brand awareness through strategic partnerships, media engagements, and financial education initiatives.


• Position the firm as a leading retail asset management provider in the market.


• Collaborate with the marketing team to create compelling content, webinars, and outreach programs.


• Monitor competitor activities and adjust marketing strategies accordingly.


• Generate and submit sales reports as at when due – daily, weekly, monthly, quarterly, bi-annual, annual reports and any other reports required.

Job Requirements

Education:

• Bachelor's Degree in Finance, Business, Economics, or a related field. 


• A Second Degree and/or Completion of Relevant Professional Certification will be an added advantage.

Work Experience:

• Minimum of 2-3 years of experience in retail banking, asset management, or financial services, with a strong track record in mutual fund sales.

Key Knowledge and Skills:

Knowledge:

• Strong knowledge of mutual fund distribution and financial advisory.


• Experience in digital wealth management and technology-driven sales strategies.


• Strong stakeholder management skills, including experience working with regulators.


• Proven track record in achieving aggressive AUM growth targets.

Skills:

The incumbent must demonstrate the following skills:

• Strong leadership, communication, and stakeholder management skills.


• Proficiency in investment products, financial markets, and wealth management solutions.


• Data-driven mindset with expertise in sales forecasting, performance tracking, and CRM tools.

Behavioral Attributes:

• Integrity and Professionalism


• Resilient and Adaptable


• Innovative mindset


• Customer-centric


• Accountable


• Personable.

Working Relationships:

Internal

• Chief Investment Officer (CIO)


• Portfolio Managers


• Research Analysts


• Risk Management Team


• Compliance & Operations Teams.

External:

• Clients.

Work Cycle

Hours/Days the incumbent is required to work:

• Monday – Friday (8:00 am – 5:00 pm)


• Flexible working schedule is also available i.e remote work.